Allegan, MI Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

2

Of 2,786 advisors across 1,206 offices

Location

231 Hubbard Street

Allegan MI 49010

Advisors at this office

2

Advisors at this office

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Steven T

CFP®, Series 63

Allegan, MI

Commonwealth Financial Network

Steven Tibbitts is a CFP® professional with 32 years of industry experience, currently serving clients through Commonwealth Financial Network and his own firm, Tibbitts Financial Consulting, both since 2005. He is based in Allegan, Michigan, and holds a Series 63 license. Outside of his advisory work, Tibbitts is a board member of the City of Allegan Brownfield Redevelopment Authority. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including model portfolios and customized wealth management solutions, while delivering operational, compliance, and practice-management support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Matthew T

CFP®, Series 65, Series 63

Allegan, MI

Commonwealth Financial Network

Matthew Ter Avest is a CFP®-designated financial advisor with Commonwealth Financial Network, based in Allegan, MI. He has three years of industry experience, including roles at Voisard Asset Management Group and Tibbitts Financial Consulting. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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